DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Nvision Wealth Group, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Mike C SpencerNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Feb 6, 2018 (37 d)
David Andrew WilsonNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Oct 13, 2017
Stephen Wesley BrimacombeNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Oct 13, 2017
David Todd WernliNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Oct 13, 2017
Thomas A. CavaliereNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Oct 13, 2017
Michael Allen OsborneNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Oct 13, 2017
Derick Wayne WaltersNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Oct 13, 2017
Michael Gene RussellNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Oct 13, 2017
Paul Eugene WardNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Oct 13, 2017
Seth Adam SchumacherNvision Wealth Group, LLC otherAmeriprise Financial Services, LLC national BDOtherDec 31, 2017May 16, 2022 (1597 d)
Bryan Jared HaysNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Oct 13, 2017
Jacob Randall Cohan CummingsNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Nov 9, 2017
James Christopher SextonNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 31, 2017Oct 13, 2017
Jeannine T. EdmondsNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 6, 2017Oct 13, 2017
Donald Russell MorseNvision Wealth Group, LLC otherIht Wealth Management LLC otherOtherDec 6, 2017Oct 13, 2017
William Matthew McinnesNvision Wealth Group, LLC otherM Holdings Securities, Inc. otherOtherFeb 3, 2017Mar 9, 2017 (34 d)
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16 moves match.